Pathstone Holdings, LLC

Position in HIG — Hartford Insurance Group, Inc.

CIK 2011612 ENGLEWOOD, NJ

Position in HIG

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$5,725,230

-$63,058 QoQ

Shares Held

42,337

+0.8% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 62.73472376408342.ToString("F0")% Shared 0.7889080473344828.ToString("F0")% None 36.47636818858209.ToString("F0")%

Financial Services · as of Mar 31, 2026

Pathstone Holdings, LLC holds $219,384,101 across 6 Insurance - Diversified names. HIG ranks #4 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc	403,832	$193,516,293
2	ACGL	Arch Capital Group Ltd.	110,640	$10,620,332
3	AIG	American International Group, Inc.	106,858	$8,041,064
4	HIG	Hartford Insurance Group, Inc. This page	42,337	$5,725,230
5	SLF	Sun Life Financial Inc	15,194	$950,536
6	AEG	Aegon Ltd.	73,092	$530,646

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,725,230	42,337	+0.8%	Shares	Sole	2026-05-11
2025-12-31	$5,788,288	42,005	+0.9%	Shares	Other	2026-02-13
2025-09-30	$5,552,625	41,627	-1.9%	Shares	Other	2025-11-13
2025-06-30	$5,383,980	42,437	+7.7%	Shares	Sole	2025-08-12
2025-03-31	$4,875,950	39,408	+3.7%	Shares	Sole	2025-05-15
2024-12-31	$4,155,667	37,986	-0.4%	Shares	Defined	2025-02-14
2024-09-30	$4,486,702	38,149	+0.0%	Shares	Defined	2024-11-07
2024-06-30	$3,835,398	38,148	-1.3%	Shares	Other	2024-08-14
2024-03-31	$3,984,323	38,664	+7.8%	Shares	Defined	2024-05-13
2023-12-31	$2,881,702	35,851	—	Shares	Other	2024-02-14
No filing history on record for this holder in this stock.